Christopher Sharry
Christopher Sharry is a CFP-designated registered investment advisor at Consolidated Portfolio Review CORP, based in Worcester, MA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.
Fee Estimator
Location
51 Pullman Street, Worcester, MA, 01606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an Investment Advisor Representative at Visper Wealth Management, LLC, dedicating about a quarter of his time to investment advice. He is also a partner at Sharry & Monfette, LLP, spending nearly full-time representing clients in estate planning and Social Security Disability matters, and he spends about 10% of his time on annuity and life insurance sales.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Previous Registrations
The Patriot Financial Group, LLC
Gradient Advisors, LLC
Assure Wealth Strategies, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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